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State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX

221 hedge funds and large institutions have $1.05B invested in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

14% more capital invested

Capital invested by funds: $920M → $1.05B (+$131M)

3% more funds holding

Funds holding: 215 → 221 (+6)

1.94% more ownership

Funds ownership: 49.1% → 51.04% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

14% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 76

Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
2.91%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
65
Reduced
76
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WHAM
Windmill Hill Asset Management
United Kingdom
+$119M
2
FA
Forefront Analytics
Pennsylvania
+$6.01M
3
Bank of America
Bank of America
North Carolina
+$4.68M
4
Two Sigma Investments
Two Sigma Investments
New York
+$4.3M
5
Morgan Stanley
Morgan Stanley
New York
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
PCIG
Partners Capital Investment Group
Massachusetts
-$14.8M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.53M
3
GT
Glenmede Trust
Pennsylvania
-$3.72M
4
CIA
Choate Investment Advisors
Massachusetts
-$3.08M
5
Betterment LLC
Betterment LLC
New York
-$1.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC World Market
101
CIBC World Market
Ontario, Canada
$577K +$80.3K +1,660 +16%
AAS
102
Avantax Advisory Services
Texas
$577K +$303K +6,269 +110%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$574K -$160K -3,302 -22%
TCOV
104
Trust Company of Vermont
Vermont
$556K – – –
AWM
105
Axxcess Wealth Management
California
$554K -$21.4K -442 -4%
WSFS
106
Wilmington Savings Fund Society
Delaware
$542K – – –
FG
107
Fiduciary Group
Georgia
$537K – – –
AIA
108
Ally Invest Advisors
North Carolina
$524K -$387 -8 -0.1%
VAF
109
Values Added Financial
District of Columbia
$524K – – –
AWM
110
Accurate Wealth Management
Florida
$509K +$517K +10,680 New
JWBC
111
J.W. Burns & Co
New York
$478K +$29K +600 +6%
FT
112
Fiduciary Trust
Massachusetts
$454K – – –
PJSIMP
113
P.J. Schmidt Investment Management (PJS)
Wisconsin
$430K – – –
GSWM
114
Golden State Wealth Management
California
$425K +$427K +8,836 New
RCWM
115
Red Crane Wealth Management
California
$423K +$425K +8,782 New
CPIG
116
Chicago Partners Investment Group
Illinois
$419K – – –
HI
117
Human Investing
Oregon
$419K – – –
BFG
118
Bleakley Financial Group
New Jersey
$413K +$124K +2,569 +43%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$412K -$24.9K -514 -6%
CIAS
120
CBIZ Investment Advisory Services
Ohio
$406K +$1.11K +23 +0.3%
DWA
121
Douglass Winthrop Advisors
New York
$399K +$401K +8,293 New
AWS
122
Atria Wealth Solutions
New York
$398K +$145 +3 +0%
AA
123
Addison Advisors
Vermont
$397K -$99.9K -2,065 -20%
FPF
124
First Pacific Financial
Washington
$388K -$10.9K -225 -3%
RFA
125
Rollins Financial Advisors
New York
$388K – – –
3 4
5
6 7

SPYX Hedge Fund Activity: Q4 2024 in Review

221 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) for Q4 2024, worth a combined $1.05B — up 14% from $920M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SPYX positions and 11 closed out — a net gain of 10 holders — while 65 added to existing stakes and 76 trimmed.

The largest buyer was Windmill Hill Asset Management, adding an estimated $119M. The largest seller was Partners Capital Investment Group, cutting an estimated $14.8M.

  • 221 institutional investors held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) as of Q4 2024, up from 215 in Q3 2024.
  • Funds reported $1.05B of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 21 funds opened new State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF positions in Q4 2024 and 11 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF buyer in Q4 2024 was Windmill Hill Asset Management, an estimated $119M added.
  • The largest State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF seller in Q4 2024 was Partners Capital Investment Group, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2024.